WESPAC Advisors SoCal’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

WESPAC Advisors SoCal’s Portfolio XAR Stock Details XAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.9M	Buy	51,543 +1,118	+2%	+$295K	2.15%	17
2026 Q2	$14.3M	Buy	50,425 +1,061	+2%	+$287K	2.55%	10
2026 Q1	$12.5M	Sell	49,364 -554	-1%	-$152K	2.67%	9
2025 Q4	$12M	Sell	49,918 -281	-0.6%	-$66.8K	2.43%	13
2025 Q3	$11.8M	Sell	50,199 -404	-0.8%	-$88.2K	2.39%	12
2025 Q2	$10.7M	Buy	50,603 +15,128	+43%	+$2.74M	2.38%	15
2025 Q1	$5.7M	Buy	35,475 +2,891	+9%	+$486K	1.48%	28
2024 Q4	$5.4M	Buy	32,584 +19,797	+155%	+$3.27M	1.22%	28
2024 Q3	$2.01M	Buy	12,787 +2,092	+20%	+$312K	0.47%	50
2024 Q2	$1.5M	Buy	+10,695	New	+$1.49M	0.38%	50
2019 Q2	–	Sell	-134	Closed	-$12K	–	321
2019 Q1	$12K	Buy	+134	New	+$12K	0.01%	220
2018 Q4	–	Hold	0	–	–	–	243
2018 Q3	–	Hold	0	–	–	–	222
2018 Q2	–	Sell	-134	Closed	-$11K	–	256
2018 Q1	$11K	Hold	134	–	–	0.01%	190
2017 Q4	$11K	Hold	134	–	–	0.01%	186
2017 Q3	$10K	Buy	+134	New	+$10K	0.01%	203

Other funds holding XAR

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

KGP

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

CWA

Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return

WESPAC Advisors SoCal's XAR Position: Q3 2026 in Review

WESPAC Advisors SoCal increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 2.2% in Q3 2026, buying an estimated $295K and bringing the position to 51,543 shares worth $11.9M. The position accounts for 2.15% of the portfolio, ranked #17.

WESPAC Advisors SoCal first reported a position in XAR in Q3 2017 and has held it in 14 quarters since. The position peaked at $14.3M in Q2 2026. 47 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

WESPAC Advisors SoCal held 51,543 shares of State Street SPDR S&P Aerospace & Defense ETF worth $11.9M as of Q3 2026.
WESPAC Advisors SoCal bought 1,118 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $295K.
State Street SPDR S&P Aerospace & Defense ETF made up 2.15% of WESPAC Advisors SoCal's portfolio in Q3 2026, its #17 holding.
WESPAC Advisors SoCal first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2017 and has held it in 14 quarters since.
WESPAC Advisors SoCal's State Street SPDR S&P Aerospace & Defense ETF position peaked at $14.3M in Q2 2026.
47 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2026, filed 13 Oct 2026.